Featured Content
From the leading risk to a threat on the rise: Here’s what you need to know.
While their investment characteristics mean they are often compared to mutual funds, segregated funds have their own unique tax attributes that are important to understand.
Content Hub
Showing 1-10 of 38 Results
- AdvisorArticle
Mortality drivers in Canada
From the leading risk to a threat on the rise: Here’s what you need to know.
Katarina Nikolic
Vice President & Chief Corporate Underwriter, BMO Insurance
- AdvisorArticle
Tax Characteristics of Segregated Fund Contracts
While their investment characteristics mean they are often compared to mutual funds, segregated funds have their own unique tax attributes that are important to understand.
- AdvisorArticle
Evolving field underwriting with Rovr AI
At BMO Insurance, we’re continually evolving through digital transformation and advisor empowerment.
Katarina Nikolic
Vice President & Chief Corporate Underwriter
- ClientArticle
Top performers: 14 funds to watch
We’re proud to shine a spotlight on 14 guaranteed investment funds that were top quartile performers as of December 31, 2024.
- ClientArticle
Life insurance owned by a trust
Trusts can differ from one another in significant ways. Here are some important tax considerations involved in transfers of trust-owned insurance.
- ClientArticle
Critical illness insurance can provide a financial safety net
Learn about the cost of getting sick and what you can do about it.
- ClientArticle
Life insurance claims with BMO Insurance: Here’s what you need to know
BMO Insurance has a strong track record of paying life insurance claims. Learn how the claims process works.
- AdvisorArticle
New Advanced Markets Underwriting Team is here to help
A message from Katarina Nikolic, Vice President & Chief Corporate Underwriter - BMO Insurance.
Katarina Nikolic
Vice President & Chief Corporate Underwriter
- ClientArticle
Can Mary (65) and John (65) guarantee their income will last?
Learn how income annuities can help you beat retirement risks.
- ClientArticle
Budget 2024 implications and your wealth
The federal government’s 2024 budget includes measures that could impact your wealth – and your legacy. Learn more about the implications and actions you can take.
Contact us
Have questions? Call or email us today for more information about how we can help you.